from Wikipedia...
"In the year 2010, RIM and Apple continued to dominate the U.S. smartphone market, although the BlackBerry Curve had lost its spot as the single highest selling product to the
iPhone 3GS.
[123]
In the early 2010s, BlackBerry struggled to compete against both the iPhone and the
Android platform - after device sales peaking in 2011, its share plunged in the years after, leading to speculation that it would be unable to survive as an independent
going concern.
[124] However, it managed to maintain significant positions in some markets.
[125] BlackBerry's global user base (meaning active accounts) declined dramatically since its peak of 80 million in June 2012, dropping to 46 million users in September 2014."
Basically once Apple arrived, BlackBerry was on borrowed time. Android (which morphed into an iPhone-like interface) put the final nail in.
So Spence was there when the competition arrived and had no answer to these newcomers.